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Financial advisor news, market insights, and practice management essentials.

Advisors Are Watching These Tax Law Changes in 2026

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4 min read
What Will M&A Look Like in 2026?

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2 min read
What’s Going On In Clients’ Heads? Don’t Ask AI

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2 min read

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Media & Entertainment

Indie Games Power Up as Big-Budget Rivals Sacrifice Creativity to Profit

The success of indie titles may help video game makers rely less on blockbusters and widen creative license, creating a 1UP for players.

5 min read
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Consumer

Peloton’s ‘New Era’ of AI-Powered Workouts Isn’t Working Out

Artificial intelligence can do a lot of things. Getting us on an exercise bike doesn’t appear to be one of them.

1 min read
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Consumer

Kohl’s Shows Signs of Comeback as Holidays Near

Kohl’s is the largest US department store chain by number of retail locations, with more than double the number operated by Macy’s.

2 min read

Big Tech

Can Google Conquer Its Nvidia Dependency?

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Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

2 min read

Advisor Upside

Why More Advisors Are Outsourcing to Model Portfolios

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2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Advisors Loading Up on ETFs Favor Crypto, Commodity Strategies
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Hungry Eyes for AI in ETFs
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Bitcoin’s Swoon Prompts IBIT Exodus
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Copycat ETFs Are Everywhere. Should Issuers Worry?

Big Tech

Meta’s Antitrust Win May Be a Coup for Big Tech

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2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Ihor Lukianenko via iStock

Finance

Boom in Crypto Treasury Stocks Faces Inevitable Bust

Digital asset treasury companies are grappling with the law of diminishing returns in the midst of a cryptocurrency swoon. What’s next?

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Caiaimage/Chris Ryan, Wasja, and Pictac via iStock

Advisor Upside

How Advisors Are Tapping ETFs in Model Portfolios

Financial advisors learn to love the turnkey solutions with customizable options.

4 min read
Photo via Jeffrey Greenberg/Universal Images Group/Newscom

Consumer

Walmart Keeps Fan-Favorite Status as Shoppers Tighten Purse Strings

Despite concerns ahead of the busiest season for retailers, projections show Americans are ready to open their wallets.

2 min read

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